of your financial advice and product sales.
Optimise your operations in branch office sales and client management. With our solution tellers and bankers can easily provide accurate MiFID II compliant investment advice, and find the best solution for the client while everything is recorded and reported as required by the regulation. Additionally, sales managers can easily manage products and sales priorities as well as review up-to-date information about sales activities within sales teams.
Our solution for Banks supports all phases of a financial product sale as required by the regulations of the financial industry, such as MiFID II: gathering background information (e.g. KYC, AML, PEP), providing investment advice and product information (incl. PRIIPs, KID), managing customer relations, delivering proposals, closing deals, generating trade orders, reporting automatically and on demand, recording audit trails, and much more.
To harmonise customer service and enhance usability, our solution supports a multi-channel approach on desktop, mobile or tablet. Our software solution also includes flexible APIs to integrate to other tools used as well as secure communication and authentication models.
While computer takes care of the documentation and reporting, people working with customers can concentrate on what’s the most important: advising the customer.S-Bank, serving almost 3 million customers in approximately 1,000 S Group outlets around Finland as well as in online channels.
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Top Features for Banks
Our modularised platform enables you to choose exactly the functionalities you need for your business.
This is an example what our typical Banking customer considers important for them.
MiFID II compliant
Guide advisors through KYC information collection, automated proposal creation, and final execution of contracts and trade orders.
CRM designed for
the Financial Industry
Gather all relevant data for efficient management of potential and existing customers as required by regulations.
Manage an entire life cycle of a trade in an integrated, compliant, and transparent way.
On Demand Reporting
Automated and on demand reporting for authorities, customers, and other stakeholders.
Top features for Banks
|1||Tailor made sales and advice process|
|3||Client, contact and CRM module|
|4||Client proposal and documents|
|5||On demand reporting|
|7||Trade order management|
|8||Automated BO process with SWIFT messages|
|1||Real time position, transaction and performance information|
|3||Dashboards for summary data at a glance|
|4||Advanced query and search capabilities|
|5||Business intelligence reporting capabilities|
|6||Automated reconciliation of trade information, settlement data, transactions and positions|
|7||GIPS-compliant composite reporting and maintenance|
|8||Outsourced reconciliation and data management option|
Benefits of using FA Platform
|1||one software platform for investment management|
|2||the ready availability of your business|
|3||always the latest release included in monthly fee|
|4||continuity and security plan|
|5||additional features and modules as your business grows|
Latest client stories labeled for Banks
S-PankkiAugust 21, 2015"At the same time we are able to serve customers effectively and individually, and produce needed materials and reports. While computer is taking care of the documentation and reporting, people working in customer interface can concentrate on what’s the most important, the customer.” - Lilian Bergström, S-Pankki
LocalTapiola PrivateJuly 4, 2015“FA Sales has increased the opportunities for investment advisors to make the most precise proposals possible.” - Tommi Elomaa, LocalTapiola Private
LocalTapiola GroupJuly 1, 2015”We can use the tool to provide saving solutions suitable for the needs of every one of our customers.” - Tommi Elomaa, LocalTapiola Group
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We work closely with you to find
the best solution for your business.
We make your business always accessible
with every device.
With us you will have an investment management platform that grows with you.
We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
With us you will always have the latest release of the software. Included in the price.